Lexington Chapter of Financial Service Professionals
Presents:
"Succession Planning & Selling a Family Business"
Presented by: Attorney James Aussem, JD
Attorney James Aussem, JD, will present the issues in transferring a business as well as approaches for transitioning ownership to family and key employees. In this presentation, Jim will also discuss selling a business outright and
key considerations.
Tuesday, September 12th 2023 -11:30AM - 1:00PM
Location:
J-Renders Speakeasy
3191 Beaumont Centre Cir
Lexington, KY 40513
Approved for: 1 hour of CE, CFP, CLE and CPE credits for those who attend.
Click the link below to join!
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Thank you to our Sponsors!
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP. We are committed to maximizing this investment by offering various levels of participation.
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Lexington Chapter FSP Board of Directors:
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF - President
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
Genevie Osborn, MBA, CPFA - Past President
Kimberly Johnson, CLF, CLTC
Jeff Schriefer, CTFA
Melissa Gayheart, JD
William Atkins, CPA
Taylor Stuckey, CPA, JD, MS
Randall Young, CFP
Austin Duvall, CFP
